Complete a Curriculum Periodic Review

To help you ensure your curricula are up to date, Vault automatically sends annual Periodic Review to Training Admins for each Ready for Use curriculum. A Training Admin can accept the available task and complete the review. When you mark a curriculum as Ready for Use, Vault sets its Next Periodic Review Date to one (1) year from today and sets its Start Periodic Review Date to 90 days before the Next Periodic Review Date. Vault automatically sends the Periodic Review task to Training Admins on the Start Periodic Review Date.

To complete a Periodic Review task for a curriculum:

1. From the Training Admin > Home tab, select the Available Tasks view to view your available tasks.
2. Click Show more on the task to view additional task information.
3. Click Continue on the Periodic Review task. Vault opens the Curriculum page and displays a task banner with the task due date, instructions, and task owner.
4. Click Accept on the task banner to accept the task and assign it to yourself.
5. Click Complete on the task banner to start the task.
6. Review the curriculum to determine if changes are needed or if it can be retired.
7. In the Complete Periodic Review dialog, select No Changes Required, Revision Required, or Retire Curriculum.
8. Enter your Comments regarding your selected verdict.
9. Click Complete. Vault updates the Last Periodic Review Decision with your selected verdict, sets the Next Periodic Review Date to 1 year from today, and sets the Start Periodic Review Date to 90 days before the Next Periodic Review Date. Vault does not perform any automatic changes to the curriculum content or state.

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